Zoho Analytics Comunidad

• [Product update] Teamwork Integration with Zoho Analytics

  Hello Customers, As part of our ongoing efforts to enhance integrations, we are upgrading our Teamwork integration with Zoho Analytics from the V1 to V3 version of the People module. We’re also pleased to inform you that this update brings new field additions,

• Apply Workspace First Day of Month Setting to User Filter Date Picker

  I've noticed that the user date picker filter always has the first day of the week as Sunday, even when Monday is selected as the Workspace default. I would like to raise a feature request to apply the Workspace default to user date pickers. Thanks

• [Product update] Instagram Profiles Integration with Zoho Analytics

  Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta is deprecating the "Impressions" and "Plays" metrics as per their announcement in this change-log document. To ensure uninterrupted

• Data Sync

  Hi, is there any scope for live data synchronization with CRM and Analytics, especially as TV channels for motivator is unable to provide charts, dashboards within Analytics seems the obvious solution?

• Dial Charts in Analytics using field values for colored ranges

  Hey all! It would be supremely helpful if we could use field values for ranges in Analytics for dial charts. We currently display an analytics report to our sales team showing how close they are to reaching the next tier for commission payouts. We update

• Issues with Dashboard Filter and KPI in Zoho Analytics (CAGR)

  Hi everyone, I'm trying to build a CAGR (Compound Annual Growth Rate) KPI in Zoho Analytics, but I'm running into some issues with filter synchronization. Here's the scenario: I created two test reports: One that filters results from 2021 to 2025. Another

• Magento 2 as data source for Analytics

  I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!

• How to abort a report email schedule if query is empty?

  I am needing a way to create scheduled condition alerts when certain criteria exist in our Zoho Reports databases. I don't want to send a report/alert email if the query/condition is nonexistent/empty. How would I do that with the Zoho Reports Scheduling feature?

• Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics

  Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies

• Zoho Analytics API Call With Pagination

  Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i

• Display an image in Zoho reports report

  I have a table report in which i'd like to display an image made up of data from another column, something like: <img src="records.photo"> However, when i do that, nothing happens.  How do i pull it off?  

• Create and save user-specific filter views with Zoho Sheet

  The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file.   Collaborate with user specific filters   Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If

• Zoho Projects Work Hours into Analytics

  Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone.  They were actually deleted.  When I try to recreate them in Analytics there is no "Work Hours" field.  Where

• Quick Books to Zoho Analytics integration issue

  We have observed that few transactions are not flowing from Quick Books to Zoho Analytics when we integrate. There is no specific pattern observed. For Ex: In an accrual transaction a row is created for both Credit & Debit but for either of one row the

• Currency column showing $ symbol

  Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank you

• How to use if_case with expressions other than equals

  I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to use

• Zoho Analytics pulling data from Zoho Sheets and Zoho Forms

  It would be smart to have Analytics import data from Zoho Sheets or Forms. 

• Exporting Presentations with Embedded Integrations

  I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of what

• Embedding Zoho Analytics - is the data always 'live' ?

  When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it always

• Reusable Variables

  I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollar

• Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense

  Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculates

• Aliasing Tables in Reports

  I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error:   Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table.  For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent.  All four of these are represented in the Opportunities table

• Restrict Access to Dashboard Tab to some users

  Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks

• [Webinar] Why AI Must Stand on the Solid Foundation of Analytics & Business Intelligence

  Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and Principal

• Manual sync is disabled in Zoho Analytics

  I've been using Zoho analytics for quite a while. Every time I am adding a new table to my big query data source in Zoho analytics I do several manual syncs until I get everything in place. In the last few days I can not do the manual sync anymore and

• ETL processes employed by Zoho

  hi, I am an Informatica ETl developer. I would like to know  what are the ETL processes employed by Zoho ?

• ETL process employed by Zoho Reports

  Hi, Can you please tell me what are the ETL processes and technologies employed by Zoho Reports ? Thank you.

• In Zoho Analytics picklist values are doubled because of translations

  Hi, we have our CRM set in Italian by default, because of non Italian-speaking users we traslated all modules and fields in English, too. As a matter of fact, when I try and use picklist values as filters or dimensions in a chart in Zoho Analytics, the

• Dynamic Images in KPI

  In Zoho Analytics, how can we change images based on the applied filter? For example, I want to dynamically update the logo or any other image based on the selected filter. Whatever filter is applied, the corresponding image should be displayed. I recently

• [UI Update] Mandating New UI for all Zoho Analytics Users

  Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the old

• New User Invite Changes Email Address

  Hello, When inviting a new user, I noticed that after I keyed in the email address and sent the invite, that the invite had changed the email address. Is this because the address may have been an alias? This was a gmail based account with a company domain.

• Controlling Lookup Paths

  When building pivot tables, Zoho automatically selects 'lookup paths' for you based on which columns are configured. Sometimes, I want zoho to not use a look-up at all between two tables.... but that doesn't seem to be an option, as long as any relationships

• How to setup compare with same period last cycle ?

  I can easily setup in CRM, but I dont know how to set it up in analytics.

• Expanded Data Preparation and Modeling Capabilities in Zoho Analytics

  Since launch, the integration of Zoho DataPrep within Zoho Analytics, has significantly enhanced the ETL (Extract-Transform-Load) capabilities. This integration allows users to connect, clean, transform, and enrich their data effortlessly—all from within

• Access to what Products are associated with which accounts

  Is there a table that can be accessed to report on Products associated with accounts in the CRM?

• Pivot Sql Query

  This query isn't working and I can't understand why. It comes up with the error message "Unknown table or alias 'Source1' used in select query." when it is clearly defined in Line 12. If I remove "Source1." from in front of the columns in the select list

• Customer Segmentation using RFM Analysis

  How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle). According to a study by Forbes, acquiring new customers costs five times

• Unknown JSON attribute(s) found in the parameter CONFIG - Error Code 8542 - Facing this while try to update a row in analytics

  temp.put("NeedAlyz",NeedAlyz); finalBody = Map(); finalBody.put("columns",temp); //info open+" "+closed+" "+answered+" "+awaitCusRes+" "+wfl+" "+solution+" "+onhold+" "+high+" "+medium + " view id : "+vid+" contact id : "+conid; //info overDue+" conid

• It would be very helpful to be able to use variables in the formula columns

  Currently, variables can be used only in aggregated formulas. It would be great to be able to use them in regular formulas as well

• How to filter by null values

  Is there a way to filter a widget by null? I want to get a list of records that don't have a date filled in and can't seem to see how without going through a query. Is it possible to do it through the widget filters? Thanks.

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• Announcements

• What's New in Zoho Analytics - October 2025

  Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

• What’s New in Zoho Analytics – September 2025

  Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

• [Webinar] The Transformative Power of Gen BI

  Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters of

• Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

  Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,

• Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

  Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

• Most Discussed Topics

• What's New in Zoho Analytics - October 2025

  Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

• Zoho Analytics - Make text clickable in underlying data

  Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the

• Is it possible to create a word cloud chart in ZoHo Analystics?

  Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

• Is it possible to pull the Zoho desk data into Zoho analytics in real time

  Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

• Missing information data Zoho inventory

  there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

• Sticky Posts

• What's New in Zoho Analytics - October 2025

  Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

• Tip of the Week - Spot Risky Sales with Conditional Formatting

  In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

• What’s New in Zoho Analytics – September 2025

  Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

• Announcing Agentic AI - Ask Zia!

  We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

• Invitation-Based User Access in Zoho Analytics

  Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

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